Top 30 Best Financial planning service in Welling
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Maximum Inheritance Specialists * Inheritance Tax & Estate Planning
● Closed“My husband and I have just drawn up our Wills with Ade from MIS. Ade is very professional and highly knowledgeable. Ade was able to put our minds at ease and offered guidance every step of the way on what was a difficult subject. I would highly recommend Ade without hesitation. Ade, thank you.”
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First Thought Financial Services Rickmansworth
● Closed“Super Professional service with warm and personable touches, would recommend Kwasi and team without hesitation”
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Park Hill Financial / Park Hill Equity Release
● Closed“Mark has looked after us on mortgages and health insurance. Always responsive and with our best interests at heart. We have been with him and the Park Hill team for a while and will continue to work with them as they are on our side. They also don't mind being driven potty by changes of instructions either.”
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Numen Financial Ltd
● Open“Numen Financial Ltd offers a professional and friendly service. My experience with Numen Financial Ltd has been a truly positive one from beginning to end. Knowledge of the market is vast and response time is fast. You won't be left hanging with questions at any stage of the process. Chaitanya Mehta our mortgage advisor was extremely professional from start to finish and really helpful throughout. We would like to thank him for his dedication towards us and he is a great asset to your company. We would definately recommend this company and Chaitanya Mehta to anyone looking to mortgage or remortgage.”
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Mesa Financial
● Closed“I recently worked with Jo at Mesa Financial to purchase my first home, and I couldn't be happier with the experience. She was extremely knowledgeable and helped me navigate the complex process of getting a mortgage. Jo was always available to answer any questions I had and was able to find me the best rate and terms for my loan. I highly recommend Jo and Mesa Financial to anyone looking to buy a home!”
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Resolve Financial Solutions Ltd
● Closed“We used Resolve Financial Solutions to review our various life and critical illness cover, as well as to assess our various pensions. The advice given was clear and reassuring, and both Chris and Stuart spent what felt like a lot of their time making sure we were happy with their advice. Highly recommend this company!”
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Thomas Foy Financial Ltd
● Open“The service I received from Thomas was exceptional. The level of care, the super fast replys to emails, the guidance and wisdom I got opened my eyes to an all new options regarding my personal finances. One thing I appreciate a lot is fast communication between parts. Thomas excelled at this. I would recommend Thomas Foy to anyone wanting mortgages and financial advice. Will use again.”
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Praddy Financial consultancy
● Closed“We have started using PFC recently, Praddy and Kavina have been very supportive to set up our new company, accounting, payroll, VAT returns. Very knowledgeable and helpful team. As we were very new to self employment, Praddy was supporting us throughout. Really impressed with their service. A pleasant team.”
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Alex Cheema, Chartered Financial Adviser
● Closed“Since I first started working with them in 2016, Alex and the team at Old Bray Financial have worked hard for me: initially delivering a holistic, comprehensive financial strategy in line with my goals and then regularly working with me to shape, define and evolve that strategy in line with changing conditions. Alex is a pleasure to work with personally, and works diligently to ensure not just that objectives are being met but that the approach taken is fully understood and accepted.”
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IMC Financial Services
● Closed“I've worked with Andrew Francis @ IMC for well over 5 years now on multiple mortgages, re-mortgages and house moves. Andrew has consistently delivered us great deals and has been great to work with. I've had a lot of value out of the broker model and would definitely recommend using Andrew and IMC for financial planning and management. 10/10.”
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ADW Financial Solutions Ltd
● Closed“I recently contacted Alan to review my current financial situation. After a full and comprehensive review in our initial meeting he sent a report with his recommendations. I am glad to say that my family protection is now in place and now I have peace of mind. I have set plans and goals for the future. I would have no hesitation recommending Alan and his company, very professional and knowledgeable.”
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Clear Financial Advice Ltd
● Closed“We deal with John Donnelly at Clear Finance and find him very professional and considerate of our needs. We receive regular contact and independent advice tailored to our requests and would not hesitate to recommend him and the company.”
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Start Financial Services
● Closed“I had a delightful experience working with Sonal who helped me tremendously to secure my mortgage. She talked me through the process step by step and was available at every moment I needed advice or more information to progress the application swiftly and correctly. I'd thoroughly recommend her services and wish her all the best.”
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Cameron James - UK & Expat Financial Advice
● Open“I enquired about UK pension consolidation advice and was thoroughly impressed by the fast response and highest level of professionalism. I was seeking some help to understand how I can approach this complex and seemingly daunting process from an early stage. Luckily, I had the pleasure of speaking with Eduardo S. from Cameron James Finance. Eduardo carefully considered my personal circumstances and provided detailed answers to my questions, demonstrating deep knowledge of the market and potential options I can consider. Thanks to my initial conversation with Eduardo, I now have a better idea of what to look out for.”
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Palantir Financial Planning
● Closed“Eamonn handled the transfer of my employer pension. It took a while an involved a lot of paperwork but Eamonn handled it very well throughout. He responds to emails promptly and he kept me informed throughout the process. Recommended.”
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Anna Magryta-Urban Financial Adviser
● Closed“Amazing service from Anna Magryta-Urban!! She was great at working quickly to make ends meet and we got a mortgage offer that we wanted. She was quick and precise with her services. I will definitely use her services in the future. Thank you so much Anna!”
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381 Accountancy & Bookkeeping Services Ltd
● Closed“Very professional, specialized, trustworthy and friendly service. Fast and quick response to any question. I strongly recommend to new customers and clients. I have been with this firm over 25 years and I would never change to different accountant.”
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Ken Accounting Services Ltd
● Closed“I am writing this review to thank Ken Accounting for their excellent service they have provided over the years. I have been using their services for over 7 years now and can safely say there has never been any issues dealing with them. Service provided by Ken Accounting is second to none. I would highly recommend anyone needing accountancy/tax filing services to contact them. Thank you Gary and the team at Ken Accounting once again.”
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MCas Accounting & Tax Services
● Closed“Mylien has helped file our tax returns for the past three years and we could not have managed without her. Mylien is extremely efficient and I would highly recommend her skill and service.”
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Chatax Services Ltd
● Closed“Professional, friendly, and helpful service. Gosia sorted everything out for me and kept me informed of what was being done on my account and advised me on the ongoing process and options. I was very impressed by the way this was explained in a clear, precise & understandable manner. They are always reachable and always finding ways to help. Highly recommended!”
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Westminster Legalisation Services Ltd
● Closed“I can't recommend this company enough. I required an apostile for a document for getting married abroad and I needed it urgently. Everyone I spoke to at Westminister Legalisaton services in particular Jacqueline were extremely helpful and very friendly. The communication was fast and very professional and they had my apostile done and ready for collection in 24 hours.”
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Essex counselling services
● Open“They provide a very good service and the quality of the service was excellent. I will recommend them to anyone who may need counselling services.”
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Elevate Financial Solutions
● Closed“We have just used Elevate and found them to be excellent. Ben and Julie were fantastic, even after several months when things on our purchase were not running as smoothly as we would of liked, they were on the end of the phone doing all they could to help us. thankfully things turned out well we would use them again and we would would highly recommend them.”
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Vinay Malhotra - Independent Financial Adviser (Sandringham Financial Partners)
● Closed“We have had Mr. Vinay Malhotra as our financial adviser and we could not praise him enough. He has helped us purchase our first house. He was always professional and here for advices and support. He was always showing a positive attitude and always answer promptly to email and phone. We are grateful for having him as our financial adviser and we highly recommend his business. We couldn't do it without him or find better mortgage advisor. Thank you ! Biyana and Petre Yuntev”
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Advantax Accountants | Accountants in Southall | Tax Accountant | Bookkeeping | Payroll
● Open“I needed my year end accounts certified. I contacted them and Najam dealt with me in a very professional manner and completed the task extremely well. The communication was very good and the task completed in a timely manner, thank you. I am the sole director, of a small limited company.”
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Fairweather Insurance Services Limited
● ClosedGravel Hill, Gravel Hill, Chalfont Saint Peter, Gerrards Cross SL9 0NP, United Kingdom“Our business has used Fairweather insurance for over 20 years. Ed and Emma are both fantastic. They respond to queries quickly and do their best to find the best prices for us when we renew our employer's liability and company car insurances each year. We would not hesitate to recommend them to anyone looking for a professional, friendly service.”
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Accountants in London, East London for Small Business - Taj Accountants
● Closed“As an abroad student from UC Berkeley, I interned for Taj Accountants in Fall 2022. The team was incredibly welcoming, professional, and knowledgeable and allowed me to have a strong learning experience. From my experience at Taj Accountants, I can wholeheartedly say that they are a reliable team who you can trust with any accounting tasks.”
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Orm Accounting Services Limited
● Closed“I have been using ORM Accounting Services for several years now for my various group companies. I have found them to be: 1. Extremely helpful and going out of the way to serve the clients 2. Timely filing of reminders of the majors accounting events 3. Great professional advice and support 4. Value added services like health and business insurances etc I thoroughly recommend them.”
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Crayon Financial Services
● Closed“Highly recommend Crayon Financial Services. Poonam has been handling my claim since day 1 and has been amazing day 1. Did not have to chase and I would always get an update every week. Can't thank you enough for all the hard work you have put for me! Thank you :)”
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ASVSH Accountancy Services Ltd
● Closed“Jit did a great job, What a guy he did my Corporation tax and company tax in records time, What a Gent! Keep up the good work Jit and thank you again, make sure you ask for him by name, Jit Ghale!”
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